See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,840 | $159,602+120.4% | $150,045+134.5% | $142,382+147.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 14.40% | 70.24%-55.8pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,733 | $4,961-44.9% | $4,693-41.8% | $4,299-36.4% |
| Participant deferral / active EE | $9,271 | $8,310+11.6% | $7,997+15.9% | $6,507+42.5% |
| Admin fee / account holder | $6,284 | $14,846-57.7% | $13,435-53.2% | $12,624-50.2% |